Filed October 18, 2004
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,215 | $48,364+43.1% | $71,796-3.6% | $62,891+10.1% |
| Participation rate | 60.7% | 60.6%0pp | 69.1%-8.5pp | 69.3%-8.7pp |
| Annual return | 9.93% | 13.16%-3.2pp | 78.04%-68.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $1,524 | $1,042+46.3% | $1,924-20.8% | $2,281-33.2% |
| Participant deferral / active EE | $2,651 | $2,091+26.8% | $2,794-5.1% | $3,203-17.2% |
| Admin fee / account holder | $1,066 | $3,771-71.7% | $4,815-77.9% | $4,296-75.2% |